Gen-Next Investments

DaVinci Capital Partners, located in Newbury Park, CA, specializes in providing personalized financial planning services aimed at helping clients achieve their unique financial goals. With a commitment to a fiduciary standard, the firm emphasizes a hands-on approach to financial management, ensuring clients receive tailored strategies and direct access to their advisors without impersonal phone systems. The firm caters to individuals seeking a disciplined and customized approach to investing, typically serving clients with a minimum of $500,000 in assets. By maintaining a limited client base, DaVinci Capital Partners prioritizes high availability and personalized attention, assisting clients in simplifying their financial lives and planning for successful retirements. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Coastal Wealth Advisors is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Thousand Oaks, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Newbury Park, CA area, Sarah Reznick will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.